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Home My WebLink AboutOC1970-1175 - ESTATE OF MEYERS15063 OFFICIAL NQ;t:ICf..;,DF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION MONONOAHELA,PENNSYLVANIA TO:_B_E_R_NA_RD__'W_'_"_A,_:ND_E_R_S_,_ 511 JACKSON STflEE1' Date:A_U....:!·~~u__s__t 25....;lt~__l--'9__7~O__·__ WASHINGTONCounty ~ County File No ...3 ?-:/~;Z -.s- Bureau File No.?J/~70 -//J/'S- ~e have received notice that,~~~~~~~~ on',Jul,.28 '!h~mame in.toownership o.f certainJ~!..op~e.!!1...!..hrough,rlP,~¥,IC~JX~~DIUW)iX~"transler from,ELAINfi MlnISRS,deceased & RCC-134 (1-69) 'COMMONWEALTH OF PENNSYLVA,NIA DEPAR'fMEN~OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION U~der the Inheritance IJnd Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for thepayment of the inheritance tax due is imposed upon you,as transferee, The....P.!ol?..e1.r!1.on which tax is hereb,y assessed consists of:Jt.Bank Aect •.115-348241,held in tb PITTliBuRUH NATI(llNAL BANK,MONONGAHELA OFFICE,MONONGAHELA,PENNStLVANOA.In the names of BE~tNARD W.ANDERS or ELAINE MEYERS.Opened.5....25..'0.Balance as of date 01 detath,$1,114.92.' appraised by the Commonwealth,as of the date of death,at $1,174.92 , 100%of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 1,174.92$-~------ AMOUNT OF TAX DU E 176.24 D If you pay the above IJmount within three (3)months of the date of death of the decedent,or on or before DII 10.~2e19 10 you may deduct a discount of 5%of the amount of tax due,or 9.51 -',---------- D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is alslo due as of * _ 19__in the amount of ASSESSED BY:_ (Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at thl~rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED BY:~~~~.(:A, ,(Inheritance Tax Appra'ser) $116.24 ,::'<,""$-================ INSTRUCTIONS TO TAXPAYERS Make checks or mOlley orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: 1(Wi'Hlf AM~ "~,(l.'.~i,LNi.tAt.TH COURT HOUSE WASHINGTON,PENNA.16301 If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below th~date paid,name and address of the person to'whom you made payment,their official title and the amount.';;-',~'...vA ,- Date Paid Name and Address of Payee Official Title l ~I Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due.If any such expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid r%-/6 -76 ~.Indr"'l Y/1,(.t;~L/.Jd~..t?dL rC/ArAr/,c ~.,;:JlJ r;,n" Z::""ICAA//~/o.4(/''/ I' TOTAL $~~7 (')n 01'1 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature of Taxpayer I,the undersigned,duly erected Regist.er.of Wills in and for the above county,do respectfully report that I have allowed deductions listed above,in the total amount of $11 Date of Approval:_ Register of Wi lis RCC-43-RI COMMONWEAL'fI1-~F PENNSYL¥~~~~~/VCD DEPARTMENT OF REVENUE .ry CiJLFlt HARRISBURG 4/Ja /8 4 ..rlDlis .{)2 PH 'II} J NOTE:TO BE SUB~,~TTEn IN TRIPLlCATE Pennsylvania Department of Revenue Bureau.of County Collections Finance Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report: .',.. \t,'.< REPORTING . FINANCIAL INSTI.TUTIONS1'1'".'-'..1 Bar4r.....•...~.•..'".Offloe~.... ADDRESS )00 W.,.1t4ft ~~lda Pmma.1506'·~~ ACCOUN1~NO.OF JOINT OR TRUST DEPOSIT OR INVESTMENT "~l.~~~:~~~~~UNT ilelm....II '.;.at.../S ~ --r-,'../' DE~:~~J~~N~N=~~~TOR,Slat.~.V ADDRESS 517 'ao"8t.1a Pa.1 :3 DATE OF'DEATH ,,./10 k"d1< SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ~Be~'mJm..MKUA~·mm.---:.-/-_ ADDRESS Sl.?JacIt.son st.' RELATIONSHIP TO DECEDENT _~~~~--===""""':::"-~---"""""'"""---~- DATE DEPOSIT OR INVESTMENT V ,::::2l/-7 0 WAS ESTABLISHED __--==:::::::..::=:...::-:..........--.;'"".~c....6~2....:..-..J.!.:..JJ-~------- ..( ! Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE ......p..~.c..~mp..~r ..J,.....J.,.9.7.Q................... <:DEPAtRTilENT,OF REVENUE,--RESIDENT INHERITANCE TAX COUNTY ......Wa.,.9.b.t.pgt..QP.:.......................................BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.......f?2..:7.9=*-;b7..?........................................... Whereas,....................................~+.!?:.~~...~1.E?y.~~.~....................................................................late of ...........................~.?~.?!:~~~.~~.~............................................. in the County of .................................W~.~J:riJ),gt.Qn .....................................................................Commonwealth of Pennsylvania,having died on the ..............................?$.t..h..................................................day of .............~~y.....................................................70 seized and possessed of an estate19............, subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.R.CHANEY an appraiser duly appointed according to law,........................................................................................................................................, having been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement: In the event that any futUire interest .1n this estate is transferred in possession or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years.the Commonwealth hereby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoles $ ,It.Bank Acct.115-348:241,held in the PITTSBURGH NATIONAL BANK, MONONGAHELA OFFICE,MONONGAHELA,PENNSYLVANIA.In the names of BERNARD 'Iv.ANDERS OR ELANE MEYERS.Opened,5-25-70.Balance as of date of death;$1,174"92 1.174 92 Total 1.174 92 . - .. .. .. .... form::v;::~hb~:~:I:;,~worl1~w:~;o~er~:~~~~~~~tis~~~ Appraioer • ................................................................................................................................................................"o (Npmbel'and Street) Penna......................~.....................,............................., (Poet Office) I ~_..... Wa.shine,':touH.H......County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....~l:a.:?:!:tE:lr.vIE:l;yE:lrs Deceased. Late of ..................o>M.QUQnga..h§l;;).H . Date oj Death,.7~?,.$~.7Q . Appraisemel!t Docket Vol.,H •• Page,...............................................N o..63~.7O"~~1...17.5.. Filed in Register's Office,l?E:l.~..!.?J97.9... Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal j,.om Appraisement,. Entered and charged,.....H ••••••••••••••••••••••••••••••••••••••••••••••••••••••• •\ •• "